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20130104
20130112
Search Results 0 to 5 of about 6 (some duplicates have been removed)
. first is aerospace. by now, we've all seen the stories about boeing's troubled dream liner, nothing like genuine footage of smoking planes to get your attention. but did you know globally there are 8,900 orders for new planes? did you know that airline companies are the most solvent they've ever been and desperately need more planes than they're ordering now? do you know there's financing galore to make that happen? that's new too. did you know airplane demand from business and regional jets are increasing by 12% and 22% respectively year-over-year or air travel could go up 4% this year. did you know that? as we learned in the aerospace line of claus kleinfeld's speech, or his conference call last night at alcoa. how do we invest in this theme? the most obvious idea is boeing, which has passed airbus in orders and is the premiere manufacturer in this country if not the world. i'm afraid he has footage of a troubled dream liner. we saw billions in market capitalization taken away these last couple of days because of a couple of defects in a small number of planes. and this is a big but, t
management and reorganization. where's oracle when you need it? can you believe boeing's done nothing? next to nothing. plus 2.7% is next to nothing. despite its new product cycle, the dreamliner series, a tripling of that gain could be reasonable this year. i expect a terrific quarter, the first of many, though my trust likes united tech as a better play in the new worldwide aerospace cycles. i see boeing going to the mid 80s. chevron getting the edge for certain courtesy of its stronger production growth. my charitable keeps buying that one. can alcoa repeat that miserable performance? alcoa will be helped only by the hideous expectations it has set for itself. a very low bar made of aluminum keeps it from advancing to the low teens. you want the best dog in the kennel? caterpillar. cat is the best dog. everyone seems to recognize it is undervalued after yesterday's sterling performance. this plus it is one of the great china plays, but it lost 1.1% last year after having to revise its bullish forecast downward. my charitable trust is betting it could go up at least 10%. the last time cat
avoid the headline risk of a stock like boeing and i like the smaller regional banks. because they should put up better than expected numbers and including the margins and won't be as disappointing as investors thought wells fargo was today. last two themes for rainy days. a couple of catch phrases to help you remember them. the first one, the government made my do it stocks related to the cost of the new health care system that kicks in next year, and the chicks that are already being played. temporary staffing like robertman were red hot, and i think they will stay that way, and temporary staffing is a terrific way to beat the new taxes, businesses might have to pay, because of government mandates, pretty clever, huh? and community health systems should work all year, advance to 2014 changes, the new law heavily favors hospitals, and athena health, keep health care costs down, mr. bush last night, terrific. final theme, i call this one the don't just stand there, do something. and companies split themselves up to separate parts brought them a lot of value for shareholders, c
for sprint. i'd be a seller of dish on this. >> keith? >> buy boeing. >> guy? >> mr. mcgregor has me thinking. broadcom tomorrow. >> karen? >> gardner denver. gdi. >> j.j.? >> i like goldman sachs. >> all right, i am melissa lee. see you tomorrow, 9:00 a.m. for "squawk on the street." the ceo of gm. you can catch more "fast money" begin at 5:00. happy birthday to us, our sixth anniversary here at the nasdaq market site. all right, next hour, "mad money" with jim cramer starts right now. >>> i'm jim cramer. welcome to my world. you need to get in the game. firms are going to go out of business and he's nuts. they're nuts. they know nothing. i always like to say there's a bull market somewhere. "mad money," you can't afford to miss it. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. just trying to save you a little money. my job is not just to entertain you but educate and teach. call me 1-800-743-cnbc. don't you just hate reality? boo! don't you hate it when you know the numbers are too high or the world is simply not yet in a place where you c
Search Results 0 to 5 of about 6 (some duplicates have been removed)